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PCG Wealth Advisors, LLC: URA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PCG Wealth Advisors, LLC on URA, newest first. How the timeline and the estimate are built.

PCG Wealth Advisors, LLC held 20,826 URA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,826 shares
    Change vs previous 13F -250 shares

    0.2% of the 13F portfolio, value $910,113.

    13F-HR 0001905393-26-000003 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,076 shares
    Change vs previous 13F +5,006 shares

    0.26% of the 13F portfolio, value $1,020,692.

    13F-HR 0001905393-26-000002 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,070 shares
    Change vs previous 13F -50,872 shares

    0.19% of the 13F portfolio, value $686,648.

    13F-HR 0001905393-26-000001 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,942 shares
    Change vs previous 13F -4,503 shares

    0.93% of the 13F portfolio, value $3,191,105.

    13F-HR 0001905393-25-000003 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,445 shares
    Change vs previous 13F +3,538 shares

    1.42% of the 13F portfolio, value $2,772,774.

    13F-HR 0001085146-25-004660 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,907 shares
    Change vs previous 13F +704 shares

    0.54% of the 13F portfolio, value $1,556,440.

    13F-HR 0001085146-25-002601 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,203 shares
    Change vs previous 13F +6,232 shares

    0.66% of the 13F portfolio, value $1,799,714.

    13F-HR 0001085146-25-000366 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,971 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,744,376.

    13F-HR 0001085146-24-004929 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).